Understanding Sales Order Entry

This section discusses:

  • Sales order information navigation.

  • Default ship-from values.

  • Shipment and arrival dates.

PeopleSoft Order Management separates sales order information into these levels:

  • Header information, which pertains to the entire order.

  • Line information, which applies to products and quantities.

    Note:

    Header and line information are entered on the Order Entry Form page.

  • Schedule information, which separates the line quantity into one or more shipments.

    The system automatically creates a schedule for each order line, so use only the schedule pages when a line has multiple shipments.

If you are working with margin adjustments, the CSR can create sections to make it easier to manipulate the lines that make up the order.

See Margin Adjustments Worksheet Page.